Personalised Wealth Management Specialist

2 weeks ago

Alwar, Rajasthan, India beBeeInvestment Full time ₹ 14,40,000 - ₹ 21,60,000
Job Title: Wealth Strategist

We're reimagining wealth management for India's emerging affluent, making sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.

Founded by a team with deep experience across finance, product and technology we're backed by world-class investors.

We're not here to follow the playbook - we're here to write a new one.

About the Role:

You'll be the face of our personalised wealth management platform helping clients make smarter investment decisions while growing their wealth (and ours).

  • Be the first point of contact for prospects understanding their profile explaining our advisory model and onboarding them into Stack's personalised stock portfolios.
  • Manage your sales pipeline like a pro following up closing deals hitting your acquisition targets.
  • Run quarterly video reviews with each client breaking down portfolio performance comparing it to benchmarks answering queries building trust.
  • Keep the communication flowing ensuring clients always feel informed and taken care of.
  • Spot opportunities to grow each portfolio cross-selling PMS upselling allocations deepening wallet share.
  • Dive into client portfolios and suggest smart improvements all in line with Stack's core investment philosophy.
Requirements:
  • 2+ years of experience in sales or advisory roles in financial services.
  • Strong academic background.
  • Exceptional communication skills clear confident and convincing.
  • Deep knowledge of financial markets MFs stocks and investment strategies.
  • High sales ownership and strong relationship-building instincts.
  • Ability to explain complex investment methodology to clients in simple terms.
Why Work with Us:

You'll be part of a fast-moving startup working with passionate folks who genuinely care about building something valuable. If you love sales markets and helping people grow their wealth you'll love it here.

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